NVLIX vs. USA

In the year-to-date period, NVLIX achieves a -5.35% return, which is significantly lower than USA's -1.58% return. Over the past 10 years, NVLIX has underperformed USA with an annualized return of 2.41%, while USA has yielded a comparatively higher 11.95% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) and Liberty All-Star Equity Fund (USA). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current NVLIX Sharpe Ratio is -0.16, which is lower than the USA Sharpe Ratio of 0.31. The chart below compares the historical Sharpe Ratios of NVLIX and USA, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

NVLIX has not paid dividends to shareholders, while USA's dividend yield for the trailing twelve months is around 10.43%.

The maximum NVLIX drawdown since its inception was -45.45%, smaller than the maximum USA drawdown of -69.05%. Use the drawdown chart below to compare losses from any high point for NVLIX and USA. For additional features, visit the drawdowns tool.

Nuveen Winslow Large-Cap Growth ESG Fund Class I (NVLIX) has a higher volatility of 8.36% compared to Liberty All-Star Equity Fund (USA) at 6.49%. This indicates that NVLIX's price experiences larger fluctuations and is considered to be riskier than USA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.